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Act

Put your CRM on
auto-pilot

Understand which data is entering your CRM and make it clear what goes wrong

A better way to work

Before Plauti

  • Duplicate records pile up and erode trust in your CRM
  • Dirty data slips through with no way to catch it
  • Manual cleanup eats hours and never stays fixed
  • Bad data silently breaks reports, workflows, and outreach

WithPlauti

  • Duplicates merged automatically in your CRM.
  • Data enriched before entering the system.
  • Continuous monitoring keeps your CRM clean.
  • Automated actions resolve issues within your CRM.

Bulk Data Cleanup, Natively in Salesforce

A native Salesforce app for cleaning and standardizing messy data in bulk, no exports, scripts, or Excel required

  • Find & Replace at Scale

    Lets admins normalize thousands of messy records (like "USA," "U.S.A.," and "United States") in one action, instead of hunting down variations one by one with manual rules.

  • Ask AI Macros

    You write a simple prompt (e.g., "Standardize {!BillingCountry} to a country name") and it applies the correction across your records — no need to pre-code every possible spelling or format variation like native Flows require.

  • Audit Log + Scheduled Jobs

    Every change is tracked (what changed, when, and by whom), and jobs can be scheduled to run automatically — so new data stays clean going forward, not just at cleanup time.

Native, not bolted on.

Plauti runs inside your CRM's own transaction — matching, merging and validation all happen in-org, so no record ever leaves Salesforce or Dynamics to get clean.

Plauti job overview showing a completed Account Analysis job with 23 analyses.

One engine, every stage.

Monitor, Clean, Prevent and Act all share the same rules and match logic — so nothing falls through the cracks between separate tools, and Restore can always undo what any stage did.

Read more
Plauti Manipulate direct action configuration, listing actions per object and trigger.

See what a Data health check can do for you

  • Plauti Manipulate direct action list with four inactive jobs

    Track the status of your latest jobs

    Additional copy for clarification and explanation of why this feature matters to the user.

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    Track the status of your latest jobs

    Additional copy for clarification and explanation of why this feature matters to the user.

  • Job detail panel showing a completed Revenue Forecast analysis

    Track the status of your latest jobs

    Additional copy for clarification and explanation of why this feature matters to the user.

  • Image placeholder

    Track the status of your latest jobs

    Additional copy for clarification and explanation of why this feature matters to the user.

  • Merge actions trend chart next to a record rating breakdown

    Track the status of your latest jobs

    Additional copy for clarification and explanation of why this feature matters to the user.

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See how plauti can work for you

  • Point

    Irure laboris duis voluptate veniam commodo fugiat ipsum. Laborum elit voluptate enim esse incididunt non et exercitation.

    • See what's wrong across every object.
    • See what's wrong across every object.
    • See what's wrong across every object.
    • See what's wrong across every object.
  • Point

    Irure laboris duis voluptate veniam commodo fugiat ipsum. Laborum elit voluptate enim esse incididunt non et exercitation.

    • See what's wrong across every object.
    • See what's wrong across every object.
    • See what's wrong across every object.
    • See what's wrong across every object.
  • Point

    Irure laboris duis voluptate veniam commodo fugiat ipsum. Laborum elit voluptate enim esse incididunt non et exercitation.

    • See what's wrong across every object.
    • See what's wrong across every object.
    • See what's wrong across every object.
    • See what's wrong across every object.
  • Point

    Irure laboris duis voluptate veniam commodo fugiat ipsum. Laborum elit voluptate enim esse incididunt non et exercitation.

    • See what's wrong across every object.
    • See what's wrong across every object.
    • See what's wrong across every object.
    • See what's wrong across every object.

Features

  • Deduplicate CRM records

  • Plauti SDK

  • Monitor data quality in real-time

  • Integrate with your existing CRM

  • Automate data maintenance

  • Enrich records with verified data

  • Analyse and report on data health

  • Manage the full data lifecycle

  • Detect and prevent data decay

  • Take action on data insights

Frequently asked questions

Does Plauti ever move my data out of Salesforce or Dynamics?

No. Plauti runs natively inside your org — records, matching and merges are processed in-org, so nothing leaves your CRM's governance boundary.

What happens if a merge goes wrong?

You can undo it. Plauti keeps a merge history so you can restore the original records if a merge is not right.

Can I try Plauti before talking to sales?

Yes. Walk through a product tour in your browser with nothing to install, or start a trial in your own org.

Does Plauti work with Agentforce?

Yes. Plauti is built to work with Salesforce Agentforce so agents act on clean, trusted records.

Ready to take control?

With a product tour you can walk through the product yourself without installing anything, or book a demo for a guided look.